Financial Advisor - Sun Life

Financial Advisor - Sun Life

Sun Life Of Canada Philippines

Financial Advisor - Sun Life

Details of the offer

Help clients plan for their long-term and short-term financial goals
Recommend investment and protection products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to the client
Decide how to build your practice by choosing your clients and the markets you want to pursue
Solicit clients actively via telephone, mail, referrals, etc.
Comply with all industry rules and regulations
Strong analytical and problem-solving skills
A high degree of energy, motivation, and ability to set own goals/priorities
Team player but able to work independently
Trustworthy, reliable and responsible
Organized, detail-oriented
Has a keen eye on details
Can work Full Time or Part-Time
Confident with good communication and presentation skills
Highly sociable
Self-motivated, goal-oriented and result-oriented.
Preferably has a background in sales, but not a requirement
Driven to achieve

What We Offer
Monthly performance-based income potential of 80,000 - 120,000+ (variable)
Performance-based bonuses including a monthly cash bonus (based on sales performance)
Access and use of Sun Life offices across the country
Group Insurance and HMO coverage for qualified advisors
Continuous growth through training and development programs
Operation Support from Sales, branch, and head office

Fulfilling Awards and Recognition:
Have the chance to be part of an exclusive group of top producers with access to exclusive concerts and events
All-expense paid trip to local and international destinations as sales incentives
A chance to be featured in newspapers, magazines, and other media channels

Source: Jora


  • Sales / Trade Representative - Sales


Related offers


This position will be responsible for receiving payments, documents checking and communicating with the team on resolving discrepancies in allocation and...

From Cargill - La Union

Published 11 days ago

Business analyst 2

Business Analyst 2-Ops-19001GV2 Preferred QualificationsAt Oracle NetSuite Inc., our vision is to help mid-size businesses and divisions of large companies run...

From Oracle - Ilocos Norte

Published 11 days ago

National sales account planner

Executive recruitment company Monroe Consulting Group is recruiting on behalf of one of the largest fast-moving consumer goods companies in the Philippines. Our...

From Monroe Consulting Group - Ilocos Norte

Published 11 days ago


JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is...

From J.P. Morgan - Ilocos Norte

Published 11 days ago